Robertson Stephens Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Robertson Stephens Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$182M	Buy	768,127 +50,783	+7%	+$11.7M	4.48%	3
2026 Q1	$154M	Buy	+717,344	New	+$160M	4.32%	3
2025 Q4	–	Sell	-667,622	Closed	-$145M	–	673
2025 Q3	$145M	Buy	667,622 +30,126	+5%	+$6.33M	4.37%	4
2025 Q2	$131M	Sell	637,496 -27,422	-4%	-$5.31M	4.17%	3
2025 Q1	$129M	Buy	664,918 +77,592	+13%	+$15.4M	4.43%	2
2024 Q4	$115M	Buy	587,326 +204,136	+53%	+$40.8M	4.07%	4
2024 Q3	$76.2M	Buy	383,190 +284,027	+286%	+$54.1M	2.76%	4
2024 Q2	$18.2M	Buy	99,163 +58,824	+146%	+$10.6M	0.92%	22
2024 Q1	$7.37M	Buy	40,339 +1,235	+3%	+$217K	0.39%	48
2023 Q4	$6.66M	Buy	39,104 +208	+0.5%	+$33.5K	0.4%	45
2023 Q3	$6.07M	Sell	38,896 -286	-0.7%	-$46.4K	0.41%	48
2023 Q2	$6.4M	Buy	39,182 +569	+1%	+$89.1K	0.45%	45
2023 Q1	$5.95M	Sell	38,613 -14,014	-27%	-$2.15M	0.46%	42
2022 Q4	$7.99M	Sell	52,627 -20,769	-28%	-$3.1M	0.78%	30
2022 Q3	$9.92M	Sell	73,396 -10,779	-13%	-$1.6M	1.04%	22
2022 Q2	$12.1M	Sell	84,175 -51,341	-38%	-$7.81M	1.14%	20
2022 Q1	$22M	Buy	135,516 +83,730	+162%	+$13.5M	1.85%	12
2021 Q4	$8.89M	Sell	51,786 -11,288	-18%	-$1.86M	0.75%	30
2021 Q3	$9.69M	Buy	63,074 +23,348	+59%	+$3.72M	1.09%	22
2021 Q2	$6.15M	Sell	39,726 -35,954	-48%	-$5.52M	0.74%	29
2021 Q1	$11.1M	Buy	75,680 +38,891	+106%	+$5.53M	1.78%	15
2020 Q4	$5.19M	Buy	36,789 +14,496	+65%	+$1.96M	1.09%	21
2020 Q3	$2.88M	Sell	22,293 -1,046	-4%	-$132K	0.71%	32
2020 Q2	$2.74M	Sell	23,339 -9,419	-29%	-$1.07M	0.79%	31
2020 Q1	$3.39M	Buy	32,758 +5,631	+21%	+$672K	1.16%	20
2019 Q4	$3.38M	Sell	27,127 -37,752	-58%	-$4.57M	1.71%	14
2019 Q3	$7.76M	Buy	64,879 +34,469	+113%	+$4.07M	3.93%	5
2019 Q2	$3.5M	Buy	30,410 +17,245	+131%	+$1.93M	3.41%	10
2019 Q1	$1.45M	Buy	13,165 +6,113	+87%	+$644K	1.24%	24
2018 Q4	$691K	Buy	+7,052	New	+$735K	0.69%	31

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Robertson Stephens Wealth Management's VIG Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.1% in Q2 2026, buying an estimated $11.7M and bringing the position to 768,127 shares worth $182M. The position accounts for 4.48% of the portfolio, ranked #3.

Robertson Stephens Wealth Management first reported a position in VIG in Q4 2018 and has held it in 30 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Robertson Stephens Wealth Management held 768,127 shares of Vanguard Dividend Appreciation ETF worth $182M as of Q2 2026.
Robertson Stephens Wealth Management bought 50,783 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $11.7M.
Vanguard Dividend Appreciation ETF made up 4.48% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #3 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 30 quarters since.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.